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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.93B
2
Franklin Resources
2
Franklin Resources
California
$1.1B
3
BlackRock
3
BlackRock
New York
$5.86B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$985M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$197M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$783M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$514M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.01B
4
CS
4
Credit Suisse
Switzerland
$161M
5
Goldman Sachs
5
Goldman Sachs
New York
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1901
Mission Wealth Management
California
– -$232K -3,567 Closed
UBV
1902
United Bank (Virginia)
Virginia
– -$229K -3,530 Closed
RMDI
1903
R.M. Davis Inc
Maine
– -$227K -3,491 Closed
HIS
1904
Harvest Investment Services
Illinois
– -$226K -3,488 Closed
PBO
1905
Peoples Bank (Ohio)
Ohio
– -$224K -3,455 Closed
W
1906
WealthStone
Ohio
– -$224K -3,450 Closed
FSC
1907
Full Sail Capital
Oklahoma
– -$224K -3,410 Closed
MHIC
1908
Marble Harbor Investment Counsel
Massachusetts
– -$221K -3,406 Closed
EWM
1909
Evermay Wealth Management
Virginia
– -$220K -3,385 Closed
CF
1910
Corrigan Financial
Rhode Island
– -$220K -3,383 Closed
MGIA
1911
Moneta Group Investment Advisors
Missouri
– -$217K -3,340 Closed
BMO
1912
Beck Mack & Oliver
New York
– -$213K -3,271 Closed
WTFG
1913
Wells Trecaso Financial Group
Ohio
– -$208K -3,207 Closed
PFA
1914
Pure Financial Advisors
California
– -$208K -3,199 Closed
GDP
1915
Great Diamond Partners
Maine
– -$207K -3,189 Closed
TVAMP
1916
Tennessee Valley Asset Management Partners
Tennessee
– -$205K -3,153 Closed
TIA
1917
Tiemann Investment Advisors
California
– -$205K -3,153 Closed
IIM
1918
Ipswich Investment Management
Massachusetts
– -$203K -3,120 Closed
AFM
1919
Andesa Financial Management
Pennsylvania
– -$201K -3,111 Closed
PFC
1920
Phocas Financial Corp
California
– -$201K -3,105 Closed
HHGA
1921
Halbert Hargrove Global Advisors
California
– -$200K -3,073 Closed
IAP
1922
Indie Asset Partners
Indiana
– -$202K -3,068 Closed
PIMG
1923
Patriot Investment Management Group
Tennessee
– -$183K -2,812 Closed
RDWM
1924
Red Door Wealth Management
Tennessee
– -$120K -1,856 Closed
KPW
1925
Kore Private Wealth
New York
– -$109K -1,693 Closed
75 76
77
78 79